SMOT Institutional Ownership
VanEck Morningstar SMID Moat ETF
1W: -1.4%
1M: -7.1%
3M: -4.5%
YTD: +3.3%
1Y: +4.5%
3Y: +36.1%
$37.65
+0.20 (+0.53%)
Weekly Expected Move ±1.4%
$37
$37
$38
$38
$39
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SMOT
114
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
248M
Total Invested
8
New Positions
24
Increased
62
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 905,457 | 34M | +35,422 | +4.1% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 832,840 | 31M | -98,042 | -10.5% | 14Q | SEC ↗ |
| 3 | GREAT LAKES ADVISORS, LLC | 745,551 | 28M | -69,483 | -8.5% | 6Q | SEC ↗ |
| 4 | MORGAN STANLEY | 442,385 | 17M | -51,117 | -10.4% | 14Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 441,347 | 17M | +21,079 | +5.0% | 12Q | SEC ↗ |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 339,071 | 13M | +542 | +0.2% | 3Q | SEC ↗ |
| 7 | FINANCIAL MANAGEMENT NETWORK INC | 301,222 | 11M | -174,980 | -36.7% | 14Q | SEC ↗ |
| 8 | Mesirow Financial Investment Managemen | 268,034 | 10M | -108 | -0.0% | 11Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 150,378 | 6M | -19,012 | -11.2% | 7Q | SEC ↗ |
| 10 | FOCUSED ALPHA, LLC | 137,722 | 5M | +32,372 | +30.7% | 3Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 114,624 | 4M | +8,605 | +8.1% | 9Q | SEC ↗ |
| 12 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT | 79,886 | 3M | -1,572 | -1.9% | 8Q | SEC ↗ |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 79,577 | 3M | -3,440 | -4.1% | 5Q | SEC ↗ |
| 14 | Bank of New Hampshire | 71,642 | 3M | +40,460 | +129.8% | 4Q | SEC ↗ |
| 15 | Creekside Partners | 68,133 | 3M | +972 | +1.4% | 9Q | SEC ↗ |
| 16 | Prospera Financial Services Inc | 64,902 | 2M | -213 | -0.3% | 12Q | SEC ↗ |
| 17 | TRUE Private Wealth Advisors | 63,375 | 2M | +2,166 | +3.5% | 10Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | 56,709 | 2M | -4,798 | -7.8% | 8Q | SEC ↗ |
| 19 | Vise Technologies, Inc. | 54,539 | 2M | +18,457 | +51.2% | 3Q | SEC ↗ |
| 20 | MAI Capital Management | 51,812 | 2M | +25,200 | +94.7% | 3Q | SEC ↗ |
| 21 | Family Office Research LLC | 49,230 | 2M | -2,275 | -4.4% | 7Q | SEC ↗ |
| 22 | STEPHENS INC /AR | 49,104 | 2M | -2,455 | -4.8% | 11Q | SEC ↗ |
| 23 | Brown Financial Advisors | 48,946 | 2M | +486 | +1.0% | 9Q | SEC ↗ |
| 24 | TPG Advisors LLC | 48,611 | 2M | +810 | +1.7% | 9Q | SEC ↗ |
| 25 | Cambridge Investment Research Advisors | 48,196 | 2M | -5,577 | -10.4% | 14Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 45,239 | 2M | -4,435 | -8.9% | 12Q | SEC ↗ |
| 27 | FIRST FOUNDATION ADVISORS | 43,780 | 2M | -398 | -0.9% | 13Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 37,552 | 1M | +21,664 | +136.4% | 6Q | SEC ↗ |
| 29 | Cetera Investment Advisers | 34,854 | 1M | -6,381 | -15.5% | 10Q | SEC ↗ |
| 30 | Paladin Wealth, LLC | 33,637 | 1M | +3,075 | +10.1% | 8Q | SEC ↗ |
| 31 | PURSUE WEALTH PARTNERS LLC | 31,661 | 1M | -13,600 | -30.0% | 14Q | SEC ↗ |
| 32 | Beaumont Financial Advisors, LLC | 28,977 | 1M | -2,851 | -9.0% | 13Q | SEC ↗ |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,893 | 1M | +14,055 | +101.6% | 2Q | SEC ↗ |
| 34 | Stonebridge Financial Planning Group, | 27,841 | 1M | -3,008 | -9.8% | 9Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 27,589 | 1M | -587 | -2.1% | 12Q | SEC ↗ |
| 36 | Mattson Financial Services, LLC | 23,407 | 881K | +1,194 | +5.4% | 9Q | SEC ↗ |
| 37 | Coordinated Financial Services, Inc. | 23,102 | 870K | +984 | +4.4% | 4Q | SEC ↗ |
| 38 | IMA Advisory Services, Inc. NEW | 22,717 | 855K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Stiles Financial Services Inc | 22,137 | 833K | +94 | +0.4% | 10Q | SEC ↗ |
| 40 | First Financial Group Corp | 20,963 | 789K | -400 | -1.9% | 7Q | SEC ↗ |
| 41 | EP Wealth Advisors, LLC | 20,242 | 762K | -1,973 | -8.9% | 3Q | SEC ↗ |
| 42 | Equitable Holdings, Inc. | 19,690 | 741K | — | +0.0% | 12Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 19,367 | 729K | -7,371 | -27.6% | 13Q | SEC ↗ |
| 44 | Comprehensive Financial Consultants In | 19,102 | 719K | -378 | -1.9% | 7Q | SEC ↗ |
| 45 | WOODMONT INVESTMENT COUNSEL LLC | 17,097 | 644K | — | +0.0% | 12Q | SEC ↗ |
| 46 | Argent Trust Co | 16,950 | 638K | -4,000 | -19.1% | 14Q | SEC ↗ |
| 47 | GOLDMAN SACHS GROUP INC | 16,396 | 617K | -3,442 | -17.4% | 2Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 15,316 | 577K | -3,281 | -17.6% | 10Q | SEC ↗ |
| 49 | JANE STREET GROUP, LLC NEW | 14,390 | 542K | — | +0.0% | 1Q | SEC ↗ |
| 50 | AlphaCore Capital LLC | 14,350 | 540K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| IMA Advisory Services, Inc. | 22,717 | 855K |
| JANE STREET GROUP, LLC | 14,390 | 542K |
| MML INVESTORS SERVICES, LLC | 12,781 | 481K |
| Kinetic Wealth Investment Advisors | 6,295 | 237K |
| BANK OF MONTREAL /CAN | 1,800 | 68K |
| CITIGROUP INC | 163 | 6K |
| Integrated Wealth Concepts LLC | 26 | 1K |
| Luminist Capital LLC | 0 | 0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 90,668 | 3M |
| Ascentis Independent Advisors | 57,978 | 2M |
| Acorn Wealth Advisors, LLC | 21,529 | 811K |
| IRON Financial LLC | 17,354 | 653K |
| Mariner, LLC | 14,930 | 562K |
| CALTON & ASSOCIATES, INC. | 8,813 | 332K |
| A4 Wealth Advisors LLC | 8,729 | 329K |
| HRT FINANCIAL LP | 8,704 | 328K |
| Etesian Wealth Advisors, Inc. | 6,564 | 247K |
| Thrivent Financial for Lutherans | 6,097 | 230K |
| Western Wealth Management, LLC | 2,341 | 88K |
| CLEAR INVESTMENT RESEARCH, LLC | 703 | 26K |
| FAS Wealth Partners, Inc. | 642 | 24K |
| Farther Finance Advisors, LLC | 404 | 15K |
| GLENMEDE TRUST CO NA | 350 | 13K |
| OLD SECOND NATIONAL BANK OF AURORA | 320 | 12K |
| Smartleaf Asset Management LLC | 250 | 9K |
| Advisory Services Network, LLC | 150 | 6K |
| VAN ECK ASSOCIATES CORP | 124 | 5K |
| Mowery & Schoenfeld Wealth Manageme | 111 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bank of New Hampshire | +40,460 | +129.8% | 71,642 |
| Gradient Investments LLC | +35,422 | +4.1% | 905,457 |
| FOCUSED ALPHA, LLC | +32,372 | +30.7% | 137,722 |
| MAI Capital Management | +25,200 | +94.7% | 51,812 |
| ROYAL BANK OF CANADA | +21,664 | +136.4% | 37,552 |
| BANK OF AMERICA CORP /DE | +21,079 | +5.0% | 441,347 |
| Vise Technologies, Inc. | +18,457 | +51.2% | 54,539 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +14,055 | +101.6% | 27,893 |
| WELLS FARGO & COMPANY/MN | +10,809 | +2107.0% | 11,322 |
| JONES FINANCIAL COMPANIES LLLP | +8,605 | +8.1% | 114,624 |
| UBS Group AG | +3,739 | +2010.2% | 3,925 |
| Paladin Wealth, LLC | +3,075 | +10.1% | 33,637 |
| JPMORGAN CHASE & CO | +2,705 | +655.0% | 3,118 |
| TRUE Private Wealth Advisors | +2,166 | +3.5% | 63,375 |
| Mattson Financial Services, LLC | +1,194 | +5.4% | 23,407 |
| Coordinated Financial Services, Inc | +984 | +4.4% | 23,102 |
| Creekside Partners | +972 | +1.4% | 68,133 |
| TPG Advisors LLC | +810 | +1.7% | 48,611 |
| IFP Advisors, Inc | +616 | +12.6% | 5,494 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +542 | +0.2% | 339,071 |